+402.8%
NVT vs DPZ
-34.0%
+436.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.9% |
| 7D | +2.0% | -8.6% | +10.6% | +3.8% |
| 30D | -7.2% | -11.2% | +4.0% | -5.1% |
| 3M | -0.9% | +1.4% | -2.3% | -2.3% |
| 6M | +42.6% | -19.9% | +62.5% | +49.1% |
| YTD | +52.9% | -23.0% | +75.9% | +61.3% |
| 1Y | +64.5% | -28.2% | +92.7% | +76.8% |
| 3Y | +178.0% | -14.2% | +192.2% | +179.3% |
| 5Y | +402.8% | -33.4% | +436.2% | +444.7% |
| All | +402.8% | -34.0% | +436.8% | +444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DPZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling